“双节”热门手机一机难求，有的交付期长达两个月

Core Viewpoint - The opening of Honor's global flagship store marks the transition of the "Alpha Strategy" from planning to implementation, reflecting the competitive landscape of the smartphone industry ahead of the National Day and Mid-Autumn Festival [4][6]. Group 1: Market Dynamics - The smartphone market is experiencing a surge in demand due to the simultaneous launch of new flagship models by major brands, including Huawei's Mate XT, Apple's iPhone 17 series, and Xiaomi's 17 series, creating a concentrated market effect [4][6]. - Offline retail has seen a revival, with significant increases in sales during the holiday period, as evidenced by Suning's data showing a 61% year-on-year increase in sales and a 73% increase in sales of appliances priced over 10,000 yuan [4][6]. Group 2: Supply and Demand - The pre-holiday period has led to a peak in short-term demand, driven by the release of new products and policies like "trade-in" incentives, resulting in high foot traffic in stores [6][12]. - Popular models are facing shortages, with some having delivery times extending up to two months, indicating strong consumer interest and demand [8][9]. Group 3: Competitive Landscape - The competition in the high-end smartphone market is intensifying, with Apple maintaining a 62% market share in the high-end segment globally, while Huawei and Xiaomi are gaining traction in China [15][17]. - Xiaomi reported over a 20% increase in sales of its 17 series during the holiday period compared to the same time last year, highlighting its successful push into the high-end market [15][17]. Group 4: Future Outlook - The global smartphone market is expected to see an increase in average selling prices (ASP), projected to rise from $357 in 2024 to $370 in 2025, driven by the high-end market's growth and innovations in technology [17]. - The upcoming fourth quarter is anticipated to be highly competitive, with AI technology and ecosystem integration becoming key drivers for brand premiumization [18].